>  Twenty-one years experience at a large local accounting firm including fifteen years as Director of its Tax Department.

>  Primary areas of expertise: Income tax, financial planning, estate planning and general business and financial consulting.

>  Certified Financial Planner

>  Began accounting career with a “Big 5” firm.

>  Served as an adjunct instructor of tax courses at a local college.

>  Author of numerous articles on tax topics and appears regularly as a guest tax expert on local television and radio programs.

>  Xavier University graduate.


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